Range - Financial Advisors for A Fraction of the Price
Pick your plan.
We offer 3 tiers of transparent, flat-fee pricing. No percentage of your assets. No hidden fees.
Premium
- Price: $2,400/year
- Payment Options: $600 paid every 3 months
- Features:
- Unlimited access to fiduciary advisors
- Comprehensive wealth management
- Review of previous year's taxes
Platinum
- Price: $4,800/year
- Payment Options: $1,200 paid every 3 months
- Features:
- Everything in Premium, plus estate planning, proactive tax planning and tax filing.
- Tax planning and filing
- Estate document creation
- 401(k) consolidation
Titanium
- Price: $12,500/year
- Features:
- Everything in Platinum, plus:
- Tax filing (Federal + State)
- Expanded Alternative Investment Planning
- Everything in Platinum, plus:
Investment Management
0% AUM Fees for Personalized Portfolio Management
- Access to a Team of CFPs & CFA Charterholders
- Direct Indexing and Tax Loss Harvesting
- Comprehensive Investment & Retirement planning
- Access to Range's Proprietary AI & digital tools
Platform Engagement
Messaging with Rai and Your Team Of Financial Advisors
Access to Range's Proprietary AI (Rai)
Kick Off Meeting with Advisor
Mobile App Access
Video Calls With Advisors (as needed)
Goal Tracking & Prioritization
Membership Accounts for You and Your Partner
Consolidated Finances in Dashboard
Alternative Investment Planning
Allocation Planning
Capital Call Planning
Opportunity Evaluation
Tax Filing
One Federal Return (Single Filing OR Household Filing Jointly)
Up to Three State Returns (Single Filing OR Household Filing Jointly)
FBAR (Form 114) + FATCA (Form 8938)
Real Estate Investment Properties (up to 9 properties)
Filing for up to 10 K-1s
Filing for More Than 10 K-1s
Additional Fees
- $100 per additional K1
- $500 for each additional state
Tax Planning
Review of Previous Year Filing
Detailed Forward Facing Tax Projections & Analysis
Crypto / Digital Assets
Real Estate Planning
Property Analysis
Depreciation Schedule Review
Performance Analysis (Sell vs. Keep)
Ownership Structure Planning
Lending + Liquidity Analysis
Equity Compensation Planning
ISO/NSO Grant Planning
RSU Hold or Sell Strategy
Early Exercise Analysis
Equity Tax Projections
10b5-1 Trading Plans
QSBS Planning
Secondary Sale Planning
Stock Option Financing
Estate Planning
Evaluation of Existing Estate Plan
Creation of Will Document
Creation of Revocable Trust Document
Creation of Power of Attorney and Medical Directive Documents
Budget & Cash Flow
Cash Flow Analysis & Optimization
Debt Repayment Strategy
Employee Benefit Analysis
Best-In-Class Budgeting Tools
Retirement Planning
Income Needs Analysis
Distribution Strategy
Projections & Simulations Tools
Retirement Plan Consolidation
Get Range’s advisory services at 0% AUM. Our members feel smarter building their own wealth, and not someone else’s.
Portfolio value comparison
- With Range’s flat annual fee: $16,184,577
- With current asset manager: $12,478,107
- Money lost in AUM fees: $3,706,470
Testimonials
"Having a team of advisors available 24/7 through the platform means I can get thoughtful, personalized responses to any financial question – big or small. It's like having a financially savvy friend who actually knows your complete financial picture."
— Justin L, COO, Startup, Current Platinum Member
Frequently asked questions.
- How are you different from my financial advisor?
- Will I have one advisor?
- What are your experts’ qualifications?
- Is Range a fiduciary?
- What’s the difference between Premium, Platinum and Titanium?